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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,863 | $35,183-49.2% | $73,550-75.7% | $70,126-74.5% |
| Participation rate | 60.0% | 42.9%+17.1pp | 54.9%+5.1pp | 69.5%-9.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $891 | $709+25.7% | $1,219-26.9% | $2,343-62.0% |
| Participant deferral / active EE | $3,612 | $1,220+196.1% | $1,804+100.2% | $3,332+8.4% |
| Admin fee / account holder | $84 | $2,302-96.3% | $2,320-96.4% | $4,645-98.2% |